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1,073 hedge funds and large institutions have $23.3B invested in Aflac in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 342 increasing their positions, 438 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $157M | Put options by funds: $92.7M

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

12% more capital invested

Capital invested by funds: $20.8B → $23.3B (+$2.44B)

3% more funds holding

Funds holding: 1,0421,073 (+31)

0.11% less ownership

Funds ownership: 66.42%66.31% (-0.11%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

22% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 438

Holders
1,073
Holders Change
+31
Holders Change %
+2.98%
% of All Funds
18.84%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
106
Increased
342
Reduced
438
Closed
65
Calls
$157M
Puts
$92.7M
Net Calls
+$63.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
801
First Citizens Financial Corp
Iowa
$279K
PB
802
Pinnacle Bancorp
Nebraska
$279K
BFA
803
Beaumont Financial Advisors
Massachusetts
$278K -$1.92K -40 -0.7%
FFS
804
Founders Financial Securities
Maryland
$278K +$261K +5,441 New
CCA
805
Checchi Capital Advisers
California
$276K -$12.2K -255 -5%
SW
806
SlateStone Wealth
Florida
$276K
PP
807
Patten & Patten
Tennessee
$274K
NFG
808
Nations Financial Group
Iowa
$272K -$20.2K -422 -7%
MMA
809
Miracle Mile Advisors
California
$272K
MIC
810
Means Investment Company
Maine
$272K +$144 +3 +0.1%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$271K -$103K -2,140 -29%
FMLI
812
Fukoku Mutual Life Insurance
Japan
$271K -$33.6K -700 -12%
BWM
813
Biltmore Wealth Management
Arizona
$271K +$4.13K +86 +2%
FRM
814
Fox Run Management
Connecticut
$271K +$254K +5,289 New
GDP
815
Great Diamond Partners
Maine
$270K +$10.7K +224 +4%
SC
816
Scotia Capital
Ontario, Canada
$268K +$528 +11 +0.2%
QCG
817
Quadrant Capital Group
Ohio
$268K +$12.2K +254 +5%
AC
818
Athanor Capital
New York
$266K -$2.02M -42,199 -89%
BS
819
Boenning & Scattergood
Pennsylvania
$265K -$5.13K -107 -2%
CCM
820
Covington Capital Management
California
$265K +$1.34K +28 +0.5%
KCM
821
Kanawha Capital Management
Virginia
$264K -$4.8K -100 -2%
TCWM
822
Total Clarity Wealth Management
Illinois
$264K
CSPIA
823
Cary Street Partners Investment Advisory
Virginia
$260K -$57.2K -1,193 -19%
SCM
824
Stevens Capital Management
Pennsylvania
$260K +$243K +5,075 New
IRC
825
Investors Research Corp
Georgia
$259K -$18.2K -380 -7%

AFL Hedge Fund Activity: Q1 2021 in Review

1,073 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2021, worth a combined $23.3B — up 12% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AFL positions and 65 closed out — a net gain of 41 holders — while 342 added to existing stakes and 438 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $78.6M. The largest seller was Franklin Resources, cutting an estimated $124M.

  • 1,073 institutional investors held Aflac (AFL) as of Q1 2021, up from 1,042 in Q4 2020.
  • Funds reported $23.3B of Aflac stock for Q1 2021, up 12% quarter-over-quarter.
  • 106 funds opened new Aflac positions in Q1 2021 and 65 closed out, a net change of +41 holders.
  • The largest Aflac buyer in Q1 2021 was LSV Asset Management, an estimated $78.6M added.
  • The largest Aflac seller in Q1 2021 was Franklin Resources, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2021.